Transform Your Book of Business Acquisition Strategy
Here’s the truth: buying a book of business COULD be your fast track to growth.
But it can also be your fast track to chaos.
You’ve heard the success stories—the advisor who doubled their revenue overnight or scaled their practice in record time.
But there’s another side of the coin. The one people don’t talk about:
- Buying the wrong book and ending up with clients you can’t serve.
- Losing half the accounts because your onboarding didn’t land.
- Overpaying for a book that wasn’t worth the paper it was written on.
It doesn’t have to be this way.
In this webinar, we shared a proven blueprint for making the right moves, in the right order, with the right strategy.
The Fork in the Road
Picture yourself six months from now. You’ve just purchased a book of business. You’re feeling confident—this is it, your big move.
But then “it” starts.
Clients are leaving. The ones who stay? They’re lukewarm, unengaged. Your team is overwhelmed, trying to keep up with onboarding, all while your existing clients are feeling neglected.
The dream starts to feel like a mistake.
But it doesn’t have to be this way.
What if, instead, six months from now your business is thriving
- Clients from the new book are delighted to work with you.
- Revenue is up. Your systems are running like clockwork.
- Your team isn’t just keeping up—they’re shining.
This isn’t a fantasy. It’s the result of making the right moves, in the right order, with the right strategy.
Here’s What You’ll Learn in this Webinar:
- How to Spot the Right Book of Business: Not every book is a gold mine. We’ll show you how to identify the diamonds in the rough—the ones with loyal clients, strong revenue, and service models that align with your vision.
- How to Build a Foundation for Growth: Great transitions don’t happen by accident. You’ll learn how to set up workflows, prepare your team, and create an onboarding experience that makes clients feel confident they’ve made the right choice.
- How to Negotiate Smarter Deals: Paying too much for a book can sink your ROI. We’ll teach you how to evaluate and negotiate so you pay what it’s worth—and not a penny more.
- How to Keep Your Momentum: The last thing you want is for everything else to grind to a halt. We’ll cover strategies for managing the exiting advisor’s timeline and keeping your growth machine running smoothly.
- How to Create Lifelong Clients: Retention is everything. You’ll learn how to build trust and loyalty with clients from day one, so they don’t just stay—they thrive with you.
Who This Webinar Is For
If you’ve ever thought about buying a book of business—or you’re planning to make a move in 2024—this is for you. Whether you’re new to the idea or you’ve already started kicking the tires, this webinar will give you the tools, insights, and confidence to make the right moves.
Why This Matters
Growth doesn’t happen by accident.
For 45+ years, we’ve helped advisors just like you turn acquisitions into empires. We’ve seen what works—and more importantly what doesn’t. This webinar isn’t a collection of vague ideas; it’s a blueprint. A step-by-step plan to build, buy, and dominate.
This is your chance to take the guesswork out of buying a book of business and turn it into a strategy for unstoppable growth.
Don’t leave your future to chance. Be the advisor who makes the smart moves, builds the right relationships, and creates a business that’s not just successful—but unforgettable.
Tony Parmenter
Sr. VP of Client Succes
Bill Good Marketing
Matt Hicken
Senior VP of Consulting
bill good marketing
